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Peasquare
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  • If I amend the 2024 return to report the excess roth contribution, would I also need to amend my state return?
    Peasquare
    Updated Feb 17, 2026
  • Thank you. I believe I understand. There is no Schedule 2 with my 2024 1040 return, so clearly no penalty was calculated then. If I understand you correctly, am...
    Peasquare
    Updated Feb 17, 2026
  • I did not receive a 1099-R for the 2024 contribution. I only received a form 5498. Can I still enter the contribution amount in the 1099-R section when amending...
    Peasquare
    2
    Updated Feb 17, 2026
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